Heartland Express
HTLD
174 hedge funds and large institutions have $687M invested in Heartland Express in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 72 reducing their positions, and 19 closing their positions.
11% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 19
8% more capital invested
Capital invested by funds: $638M → $687M (+$49.4M)
1% more funds holding
Funds holding: 173 → 174 (+1)
1.62% less ownership
Funds ownership: 56.43% → 54.81% (-1.6%)
33% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 72
93% less call options, than puts
Call options by funds: $20K | Put options by funds: $296K
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.35M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.99M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.44M |
| 4 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$1.41M |
| 5 |
Millennium Management
New York
|
+$1.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$4.31M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$4.22M |
| 3 |
BlackRock
New York
|
-$3.98M |
| 4 |
RA
Royce & Associates
New York
|
-$3.93M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$2.55M |
HTLD Hedge Fund Activity: Q1 2023 in Review
174 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Heartland Express (HTLD) for Q1 2023, worth a combined $687M — up 7.8% from $638M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new HTLD positions and 19 closed out — a net gain of 2 holders — while 48 added to existing stakes and 72 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $2.35M. The largest seller was American Century Companies, cutting an estimated $4.31M.
- 174 institutional investors held Heartland Express (HTLD) as of Q1 2023, up from 173 in Q4 2022.
- Funds reported $687M of Heartland Express stock for Q1 2023, up 7.8% quarter-over-quarter.
- 21 funds opened new Heartland Express positions in Q1 2023 and 19 closed out, a net change of +2 holders.
- The largest Heartland Express buyer in Q1 2023 was Envestnet Asset Management, an estimated $2.35M added.
- The largest Heartland Express seller in Q1 2023 was American Century Companies, an estimated $4.31M sold.
Based on aggregated 13F filings for Q1 2023.